Zetadocs for NAV – Proof of Delivery

Equisys is a company we at Metaphorix work closely with and sell and implement the Zetadocs product.

One of the features of Zetadocs for Nav is the proof of delivery functionality.  Equisy have a pdf file highlighting the advantages of this functionality which you can read here 

One of the benfits of Zetadocs for Microsoft Dynamics NAV is the ease in which it can create electronic documents for various business documents.  A proof of delivery document can be very important for companies and is often a physical document which is only available to one department/location of the business and is difficult for other people to find.

Zetadocs can easily create an a electronic copy of this document and make it searchable so it is easy to find by any department in the company.  The benefits of this functionality are

The benefits of Zetadocs

Speed dispute resolution

by ensuring that the right people have access to the right documents at the right time.

Increase efficiency and reduce costs

with automated document archiving and instant, on-screen access.

Ensure the integrity and security of your documents

by electronically storing documents for back-up.

Ease compliance with legal regulations and quality standards

through automatic archiving and indexing of documentation.

If you are interesting in Zetadocs please contact Metaphorix to find out more details

Advertisements

Free Administrator’s Guide for Microsoft Dynamics CRM 2011

Microsoft have released a free CRM 2011 Administrator’s guide which you can download here

The administrators guide to Microsoft Dynamic CRM 2011 and it goes through lots of admin tasks you might need to go through , like adding/changing business units, setting up connections etc.  Here is the contents page

Administrators Guide – Setting Up Your Organization 1

Create or change the settings for a business unit 1

Create a new business unit 2

Set auto-number formats 2

Set system-wide settings 3

Set fiscal year settings 4

Work with connections 5

Work with connections and connection roles 6

Set preferences for product updates 6

Create or edit a site 6

Set system-wide privacy preferences 7

Determining E-mail Access for Your Organization 7

Controlling Data Access 8

Business Units 8

Security Roles 8

Overriding Security Roles 8

Securing Custom Fields 8

Work with Security Roles 9

Work with Business Units 11

Create or change the settings for a business unit 11

Assign a different parent business unit 12

Change the business unit for a record 12

Enable or disable a business unit 13

Work with Teams 14

Create or edit a team 14

Add or remove team members 15

Managing Users 16

Add or remove users for a territory 16

Manage a User’s Record 16

Work with Your User Record and Work Hours 17

Work with Announcements 18

View announcements 18

Work with Integrated Instant Messenging 20

Send or Copy a Shortcut 21

Install Microsoft Dynamics CRM E-mail Router 23

Work with E-mail Templates 24

E-mail Permissions 24

Permissions required for e-mail-related tasks 24

View Your User Profile 25

Using Connect to Define How Records Relate 26

Work with connections 26

Work with connections and connection roles 27

Using Connect to Define How Records Relate 27

Managing Relationship Roles 28

Using Relationship Roles 28

Types of Relationships 28

Managing Relationship Roles 29

Work with Relationship Roles 29

Relationship Roles Dialog Box 29

Customer Relationship Form 31

Opportunity Relationship Dialog Box 32

Changing Regional and Language Options for Your Organization 33

Video – CRM Online and Office 365

Metaphorix have signed up and use office 365 so it was interesting to watch thsi video and see all the parts of office 365 being used connected to each.

We are currently using CRM 2011 and linking this with Sharepoint online although it isn’t fully linked together yet, you can still see the documents within CRM 2011.

THe Sharepoint online is excellent for storing are documents.

We have lync but are not sure how to get the best out of it yet it could be useful for the video chat but everyone would need a laptop with webcam or webcams.

 
Click here to visit the Metaphorix homepage to see how Metaphorix uses Microsoft Dynamics CRM and NAV and other products and services.

Study Guide for CRM 2011 Presales Assessment – Customer Relationship Management

Now Microsoft has made passing this exam mandatory for CRM gold partners I’m sure there are alot of people studying for this.  To help with this I have got some links to useful material and the exam itself

All of the source material is on partner source but the test might not be

The test can be found here

https://training.partner.microsoft.com/learning/app/management/LMS_ActDetails.aspx?UserMode=0&ActivityId=733031

you can take this test as many times as you like.  It’s 50 questions long and it probably has 100 different questions (at a guess).  One tip I used was to screen shot a correct answer (it shows the correct answer straight away) and then you can check the answer on the next test run.

You won’t be able to guess all the answers, you will have to watch, read some of the study material for the exam.

here is the preperation guide

On Demand Presentation: Microsoft Dynamics Presales Exam Preparation Web Seminar | Downloads PDF – 2.50 MB

2011 Sales Assessments:

Competency

Assessment

English 
Published in February 2011

 
 
ERP Standard Sales Preparation Guide
Assessment
     
Sales Specialist Preparation Guide
Assessment
     
Presales Preparation Guide
Assessment
     
CRM Standard Sales Preparation Guide
Assessment
     
Sales Specialist Preparation Guide
Assessment
     
Presales Preparation Guide
Assessment
     

This page is fantastic, probably the most useful link on this blog page.  You can see below it basically shows you all the links to the free online videos.  My personal recommendations is you will definitely need to know about sure step and how it’s used in presales, the video 65 minutes long but very interesting and a good introduction to Sure Step 2010 for those who need it.

Good luck and keep practising that test.

Presales Courses

Course Name

Format/Duration

Deployment Type

Fee/Free

Assessment Preparatory Course*

Aware Level
How to sell Microsoft Dynamics CRM 2011

ILT (8 hrs)

On-premise, Online

Fee

Yes

How to Upgrade Existing Customers to Microsoft Dynamics CRM 2011 (available in April)

On-demand
(1 hr)

On-premise, Online

Free

No

Selling the Business Value of Microsoft Dynamics CRM 2011

On-demand
(1 hr)

On-premise, Online

Free

No

Application: What’s New in Microsoft Dynamics CRM 2011

On-demand (5 hrs)

On-premise, Online

Free

No

Proficient Level
Click-through demos for Microsoft Dynamics CRM 2011 On-demand
(variable)
Overview Free No
Compete to Win: Microsoft Dynamics CRM against Salesforce.com

On-demand
(1 hr)

On-premise, Online

Free

Yes

Managing Microsoft Dynamics CRM Online 2011 Trials from “Click to Close”

On-demand
(1 hr)

Online

Free

No

Microsoft Dynamics CRM Online 2011: Pricing and Licensing

On-demand
(0.5 hrs)

Online

Free

No

Microsoft Dynamics CRM 2011: On-premise Pricing and Licensing

EL (0.5)

On-premise

Free

No

Microsoft Dynamics CRM 2011 Data Management New Features

On-demand
(1 hr)

On-premise, Online

Free

No

Microsoft Dynamics CRM 2011 E-mail New Features

On-demand
(1 hr)

On-premise, Online

Free

No

Microsoft Dynamics CRM 2011 Mobile New Features

On-demand
(1 hr)

On-premise, Online

Free

No

Microsoft Dynamics CRM 2011 Outlook Client New Features

On-demand
(1 hr)

On-premise, Online

Free

No

Microsoft Dynamics CRM 2011 Reporting New Features On-demand
(1 hr)
On-premise, Online Free No
Partner Sales Opportunity with Microsoft Dynamics CRM Online

i hr

Online

Free

No

White Paper – CRM Vendor Pricing: A Comparative Analysis

[tweetmeme source=”meta_tweets” only_single=false]

I saw a blog about a white paper today from Accent Gold and the white paper was comparing CRM systems Microsoft Dynamics CRM, Sugar, SalesLogix, Salesforce, ACT and SageCRM.

You can read the whole white paper here

It’s interesting to see how competitive priced Microsoft Dynamics CRM was despite all the functionality that is included and not factoring in all the development Microsoft are currently doing.  This is good new for Metaphorix because we a Microsoft Dynamics CRM reseller.

You can summarise the findings with this graph

 Click here to visit the Metaphorix homepage to see how Metaphorix uses Microsoft Dynamics CRM and NAV and other products and services.

 

 

 

top CRM resources

[tweetmeme source=”meta_tweets” only_single=false]

The mighty Jim Glass had a great post on his extremely popular CRM Blog, which I recommend you subscribe to, you can view it here.

I’m not quite sure of Jim’s offical title but I know he does something important over at Microsoft with the CRM team.  What I do know is he has a brilliant CRM blog which has really interesting articles.

today he lists his top ten CRM resources.  I would also add the

Microsoft Dynamics CRM Resource Center

also the CRM 2011 SDK is a fantastic development resource

Top Ten Microsoft Dynamics CRM Resources

Microsoft Dynamics CRM Wiki ~ Run by the CRM MVPs, here you’ll find everything from an introduction to CRM and its value to your business to white papers, product specifications, customer testimonials, links to CRM communities, and much more.

  • Community Home Page ~ The Microsoft Dynamics CRM Community site is the place to go for information about all things CRM. You’ll find links to blogs and articles, forums, newsgroups, MVPs, and much more.
  • Team Blog  ~ The Microsoft Dynamics CRM Team Blog is the place to go to connect with the CRM team. You’ll find postings on customization, development, and implementation. This is one of the fastest ways to get to know the CRM team.
  • Forums  ~ The Microsoft Dynamics CRM Forums are your question and answer resource. You’ll find answers to some of your most pressing questions and a team of crack experts ready to help.
  • MVPs  ~ The Microsoft Most Valuable Professional (MVP) site recognizes exceptional technical community leaders from around the world. Here you can find experts who love to talk about all aspects of Microsoft Dynamics CRM.
  • Facebook ~ Search for “Microsoft Dynamics CRM”.
  • LinkedIn ~ In the group directory, search for “Microsoft CRM”.
  • YouTube ~ Search for “MsDynamCRM”.
  • Twitter ~ Add MSdynamicsCRM and JaAG to your follow list.
  • Developer Center  ~ The place to go for information and sample code for developers. You’ll find both introductory and in-depth articles, overview and reference documentation, entity model diagrams for you to download, links to community and support, and much more.
  • CRM on the MSDN Code Samples Gallery  ~ Search for “CRM 2011”. The one-stop resource for finding code to customize and enhance your CRM experience. Developers and software vendors can start here to find code solutions.

 
Click here to visit the Metaphorix homepage to see how Metaphorix uses Microsoft Dynamics CRM and NAV and other products and services.

Advanced Online Lead Generation and Sales Process Best Practices for Microsoft Dynamics ISV Partners

[tweetmeme source=”meta_tweets” only_single=false]

I received this email today about a free Webinar and thought I would share it with everyone

Advanced Online Lead Generation and Sales Process Best Practices for Microsoft Dynamics ISV Partners

Reminder: Join us on September 27, 2011 at 11am ETSpace is limited. Reserve your seat now for this free webinar at:
https://www3.gotomeeting.com/register/983481318

Leveraging the right approach to technology sales is like having a customized blueprint for success. Using the latest tools, techniques, and data on the Microsoft Dynamics marketplace, every Dynamics ISV now has the ability to leverage best practices to create a lean, efficient marketing and sales engine that works at peak performance from lead to close. In this fast paced session, join MSDynamicsWorld.com and Full Contact Selling to look at how to fully integrate the three key areas of sales productivity: 1) business processes; 2) sales skills development and 3) the best practice use of CRM and related technologies.

This session illustrates:

  • How to analyze the cost and value of leads generated from different sources flowing into your sales process
  • Best practices in content marketing for Dynamics ISVs based on real-world data
  • How to find the best prospects for your ISV Solutions
  • Understand the customer buying process
  • How to close both partner and direct opportunities
  • How to build high-value, long-term relationships with your customers/prospects and partners.

Title: Advanced Online Lead Generation and Sales Process Best Practices for Microsoft Dynamics ISV Partners
Date: Tuesday, September 27, 2011
Time: 11:00 AM – 12:00 PM EDT

After registering you will receive a confirmation email containing information about joining the Webinar.

Excellent CRM 2011 Tools – SiteMap Editor and Ribbon Editor

[tweetmeme source=”meta_tweets” only_single=false]

I have two excellent CRM 2011 tools to recommend today, they will save yosu a lot of time and make configuring the SiteMap and the Ribbon much easier.

Editing the sitemap is quite a time consuming task because you have to export the sitemap, makes changes to the xml files and then import the changes.  Any syntax errors will cause the SiteMap not import correctly and then if you don’t like the changes or you have done it wrong then you have to go through the export/change/import procedure all over again.

Thankfully with this excellent tool editing the SiteMap is alot easier, you can load the SiteMap into the editor, make the changes and then export them back.

You can get the SiteMap editor on codeplex here.  Also the writer of this tool has written many CRM tools and is well respected in the CRM community.  His name Tanguy and you should look at his blog.

The project describes the SiteMap editor like this

Project Description
SiteMap Editor for Microsoft Dynamics CRM 2011 helps developer and customizers to configure the Site Map in a graphical way.

You’ll no longer have to create solution, add component, export, update Xml and reimport the solution to update the SiteMap.

There is also the Ribbon editor which can be used to edit the Ribbon using a graphical tool rather than hand editing XML files again.  You can download the tool here

Here is the project description

Project Description
Ribbon Editor makes it easier for developers and customizers to edit Microsoft Dynamics CRM 2011 ribbons.

You’ll no longer have to know by heart all ribbon capabilities to customize it.

You still have to understand how a ribbon work. This application is not a wizard, it is really an editor. There is no consistency checks until you try to import back the ribbon.

This project is currently in Alpha version, it has still many bugs but I can’t identify all by myself. Please create discussion for feature request or issue for any bug found.
Click here to visit the Metaphorix homepage to see how Metaphorix uses Microsoft Dynamics CRM and NAV and other products and services.

CRM 2011 – Rollup 4 Released

[tweetmeme source=”meta_tweets” only_single=false]

if you haven’t set up CRM 2011 to download via windows updates then you will have to update your CRM 2011 versions yourself.

You can do that by downwloading the rollup release from here

below are the issues which are fixed,  you can read about them from this site

Issues that are resolved in Update Rollup 4 for Microsoft Dynamics CRM 2011

Update Rollup 4 is a cumulative update rollup that includes all the fixes for the issues that are documented in Update Rollup 1 through Update Rollup 3.

For more information about previous update rollups and the issues that they resolve, click the following article numbers to view the articles in the Microsoft Knowledge Base:

2466084  Update Rollup 1 for Microsoft Dynamics CRM 2011 is available2466086  Update Rollup 2 for Microsoft Dynamics CRM 2011 is available

2547347  Update Rollup 3 for Microsoft Dynamics CRM 2011 is available

Update Rollup 4 contains the following additional fixes. One of these fixes is documented in a separate Knowledge Base article.

  • You cannot open Microsoft Dynamics CRM after you install Microsoft Dynamics CRM 2011 in an environment that has Microsoft .NET Framework 4.5 Prerelease installed.
  • When you try to install SRS Reporting Extensions, you receive the following error message:
    Check ReportServerValidator : Failure: Unable to validate SQL Server Reporting Services Report Server installation.
    Please check that it is correctly installed on the local machine.
  • When you access Microsoft Dynamics CRM 2011 from a URL, an _hc query parameter is added to hide the ribbons in Microsoft Dynamics CRM 2011. This parameter uses Boolean string values, such as true and false.
  • If you hide the Include group on the ribbon of an appointment and phone call entity, you receive the following error message:
    Script error on page.

    This problem occurs when you use a non-English (United States) version of Microsoft Dynamics CRM 2011 or a language pack with a display language that is not English.

  • Assume that you create an account name that contains additional spaces for a new account in Microsoft Dynamics CRM 2011. When you click To Opportunity in the Convert Activity group in a corresponding activity, you receive the following error message:
    You must save the changes before you can convert this activity.
  • When you try to delete an activity from a newly created Activity view, you receive the following error message:
    Record is unavailable.
  • Assume that you open a service activity, click Schedule, and then click Find Available Times. In this situation, Microsoft Dynamics CRM 2011 displays incorrect available times.
  • Consider the following scenario:
    • You create two unmanaged solutions.
    • You export the solutions as managed.
    • You import the managed solutions.
    • You import the first solution again by using the Overwrite setting.

    In this scenario, an unmanaged layer is generated and some original fields are missing.

  • When you use the Maintain method to re-import a solution, you receive an error message that resembles the following:
    Role With Id = 627090ff-40a3-4053-8790-584edc5be201 Does Not Exist.
  • When you try to expand duplicate appointments in the Service Calendar in Microsoft Dynamics CRM 2011, a script error occurs.
  • Assume that Microsoft Dynamics CRM 2011 contains an entity that has many relationships. When you try to change a lookup field of the entity, you receive the following error message:
    An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organizations Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support.
  • If a URL text box contains JavaScript code that is not validated, JavaScript may unexpectedly run.
    After you apply this hotfix, the target URL will be validated as expected.
  • Assume that you enable the Auditing setting for processes. When you start, deactivate, or update a workflow, you receive the following error message:
    An error has occurred. Try this action again.
  • When duplicate detection is enabled, you cannot convert a lead to an opportunity.
  • Assume that you use a number format setting other than English (United States). When you run the Close as Won function on an opportunity, the estimated value is multiplied by 10,000.
  • If you register a plug-in assembly against an incident entity in the post-operation stage, the plug-in assembly is unexpectedly executed outside the transaction.
  • Consider the following scenario:
    • You create two accounts.
    • You select the second account, and then click Connections.
    • To create a new connection, you click Connect, select the first account in the Name field, and then click Save and Close.
    • You back up the organization database, and then restore it to a new database.
    • You start the Deployment Wizard, and then import the restored database.
    • In Internet Explorer, you browse the imported organization, and then open the second account.
    • You open a connection in the account record.

    In this scenario, you receive an error message that resembles the following:

    CrmException: businessunit With Id = 0b603c1a-5940-e011-bfeb-00155d540dbb Does Not Exist.
  • Records are visible regardless of the security role. This problem occurs because of cascading in the POA table.
  • Consider the following scenario:
    • You start the Microsoft Dynamics CRM 2011 client for Microsoft Office Outlook.
    • You take the Microsoft Dynamics CRM 2011 client for Outlook offline.
    • You click Workplace, and then click Reports.
    • You run the Neglected Accounts report that has a zero value set in the Minimum Days Neglected parameter.
    • You click the chart to drill through to the child report.

    In this scenario, you receive the following error message:

    Invalid Argument.
  • Assume that you have a report that contains a prefilter. If you import the report two times, the prefilter does not work in the report.
  • By default, the maximum length of an absolute URL for a Microsoft SharePoint document location is set to 2,000 characters. However, the URL cannot exceed 256 characters. After you apply this hotfix, the character data type will be changed to nvarchar(max).
  • When you use a custom report that contains a primary entity and a secondary entity, the Date and Time columns are displayed in an incorrect format. Additionally, columns that should only display the date, display the date and the time.
  • Assume that you use a POP3 email account. When an email message is sent from an account whose display name contains parenthesis, you cannot receive the email message in Microsoft Dynamics CRM 2011.
  • When you use the CrmSvcUtil.exe tool in a Microsoft Dynamics CRM 2011 environment that is configured for Internet-facing Deployment (IFD), you receive the following error message:
    The user authentication failed! Enable tracing and view the trace files for more information.
  • Assume that you create a task in Outlook and track the task in Microsoft Dynamics CRM 2011. When you synchronize the task with Microsoft Dynamics CRM, the due date for the task is changed incorrectly to a previous due date.
  • Assume that you are in a child business unit. If you create a solution, you cannot add security roles to the solution. In this situation, the only roles that can be selected for the solution are the roles in your business unit. However, the roles that can be added are the roles in the root business unit.
  • To correct Spanish translation issues, change the field label of the Business Recommended field.
  • Some Estonian language translations are incorrect in Microsoft Dynamics CRM 2011.
  • The “Accounts: No orders in last 6 months” account view incorrectly displays accounts that have orders which were added in the last six months.
  • Assume that you install Update Rollup 3 for Microsoft Dynamics CRM 2011. You start Outlook, and then try to go offline. In this situation, Outlook cannot go offline. Additionally, the following error message is logged in the platform trace:
    Exception happened Database having current version is not upgradeable.
  • Incorrect icons are displayed for custom entities in the Microsoft Dynamics CRM 2011 client for Outlook.
  • When you run a quick campaign in the Microsoft Dynamics CRM 2011 client for Outlook, you receive the following error message:
    System.NullReferenceException was unhandled by user code.
  • When you try to add an email message activity to a custom entity in the Microsoft Dynamics CRM 2011 client for Outlook, a script error occurs.
  • When you add the Actual End field to an email message form and then set the format to Date and Time, the time value is displayed in UTC format instead of your local time zone.
  • When you use the Mail Merge function to send an email message that has an attachment in the Microsoft Dynamics CRM 2011 client for Outlook, the full location of the attached file is displayed in the file name of the attachment.
  • Assume that you create a new email message that has some CRM fields specified in the Microsoft Dynamics CRM 2011 client for Outlook. When you click Save in the Microsoft Dynamics CRM 2011 client for Outlook, the values of the CRM fields are not saved.
  • If you enable folder redirection for a user in Microsoft Dynamics CRM 2011, the synchronization process fails in the Microsoft Dynamics CRM 2011 client for Outlook. Additionally, the following error message is logged in the platform trace:
    Crm Exception: Message: SQL CE Database file is being used by a different process, ErrorCode: -2147220970, InnerException: There is a file sharing violation. A different process might be using the file.
  • When you perform a bulk delete operation for business units in Microsoft Dynamics CRM 2011, you receive an error message that resembles the following:
    CrmException: businessunit With Id = 7a60b6da-8bbc-e011-bd33-00155d9c4f08 Does Not Exist.
  • Assume that a server is running an older version of Microsoft Dynamics CRM 2011 than a client. The server also has a larger attribute length than the client. When you go offline in the Microsoft Dynamics CRM 2011 client for Outlook, you receive the following error message:
    OfflineMetadataVersion of is different than ServerMetadataVersion.
  • When you click Audit History in the Microsoft Dynamics CRM 2011 Web client, you receive the following error message:
    An unexpected error occurred.

    This problem occurs when the system date is formatted in non-United States English.

  • Consider the following scenario:
    • You create an account record, and then create a second identical account record.
    • When you save the second account record, the Duplicates Detected dialog box appears. You click Save Record to create duplicate records.
    • You create a new duplicate detection job to check for duplicates, and then execute the job.
    • You open the duplicate detection job, and then click View Duplicates.
    • You merge duplicate records.

    In this scenario, an unhandled exception error occurs.

  • Assume that you enable the audit feature for contact entities. After you change the status of a contact, the Currency field is displayed incorrectly in the audit history.
  • All email messages that are generated by the Mail Merge function have the same regarding contact.
  • When you export data from a Report Wizard report to a Microsoft Office Excel worksheet, you cannot change the format of the currency, date, or number fields in the Excel worksheet.
  • If you use a number and currency format other than English (United States) in the system settings, the monetary values are displayed incorrectly in the grids in the Microsoft Dynamics CRM 2011 Web client. The monetary values are also displayed incorrectly in the grids and reading panes in the Microsoft Dynamics CRM 2011 client for Outlook.
  • When you try to delete a managed solution that contains a custom activity based on another managed solution, you receive the following error message:
    Cannot Delete Field. Only customer fields can be deleted.
  • When you import an updated managed solution to an organization that has a language pack enabled, you receive the following error message:
    Violation of UNIQUE KEY constraint.
  • When you add users in a multiple site domain, and then click Save, you experience slow performance.
  • When you assign accounts to another Microsoft Dynamics CRM 2011 user, an unexpected error occurs. This problem occurs when the accounts have recurring appointment activities.
  • Assume that a managed solution contains components with managed properties that restrict users from changing the solution in Microsoft Dynamics CRM 2011. When you import updates to the solution, an error occurs.
  • When you use the FetchXML function to return the sum total of a currency field, the returned value is incorrect. This problem occurs when you use a currency that differs from the default currency.
  • If the EnableRetrieveMultipleOptimization registry key is set to 2, users who do not have System Administrator roles cannot see a list of reports.
  • The asynchronous service crashes because the OperationType field is null. In this situation, the following error message is logged in the Application Event Log.
    System.InvalidCastException:Specified cast is not valid.
  • Assume that you create and enable a workflow that is registered on an order.
    When you install Microsoft Dynamics CRM Connector for Microsoft Dynamics GP, and then submit an order from Microsoft Dynamics GP to Microsoft Dynamics CRM, the order does not integrate as expected.
    Additionally, when you write a console application to execute the CompoundCreate process on the order, the CompoundCreate request fails.
    In both situations, you receive the following error message:

    Crm Exception: Message: An unexpected error occurred., ErrorCode: -2147220970, InnerException: System.Runtime.Serialization.SerializationException: Type ‘Microsoft.Crm.Sdk.DynamicEntity[]’ with data contract name ‘ArrayOfDynamicEntity:http://schemas.datacontract.org/2004/07/Microsoft.Crm.Sdk’ is not expected. Consider using a DataContractResolver or add any types not known statically to the list of known types – for example, by using the KnownTypeAttribute attribute or by adding them to the list of known types passed to DataContractSerializer.
  • Assume that you apply Microsoft Dynamics CRM 2011 Update Rollup 1 or Microsoft Dynamics CRM 2011 Update Rollup 2. When you try to set the state of a price level object by using theSetStateDynamicEntityRequest process in Microsoft Dynamics CRM 4.0 (2007) Endpoint, you receive the following error message:
    <error>
    <code>0x80048408</code>
    <description>-1 is not a valid state code on pricelevel. </description>
    <type>Platform</type>
    </error>
  • When you add a URL to a SiteMap Area or a SubArea that contains QueryString parameters in Microsoft Dynamics CRM 2011, the URL is displayed incorrectly.
  • Assume that two managed solutions contain multiple workflows that have use the samesdkmessageprocessing step in Microsoft Dynamics CRM 2011. When you import one of the managed solutions, you receive the following error message:
    A managed solution cannot overwrite SdkMessageProcessingStep component with Id=5b73086f-9843-e011-b634-00155da9dd03 which has an unmanaged base instance.
  • After you update a workflow from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, the workflow does not run as expected. Additionally, you receive the following platform trace error message:
    Crm Exception: Message: Expected non-empty Guid., ErrorCode: -2147220989, InnerException: System.ArgumentException: Expected non-empty Guid
    Parameter name: id
  • The DoNotBulkPostalMail field in the Contact entity cannot be edited. Additionally, the ContactDoNotBulkPostalMail field is not listed when you design the entity form.
  • When multiple currencies exist in a transaction, the exchange rates are applied to records incorrectly. The first exchange rate that is retrieved from the first currency is applied to all records in the transaction.
  • Assume that you upgrade to Microsoft Dynamics CRM 2011. When you try to save new Microsoft Dynamics CRM entity records for entities that have monetary fields in the forms, an error occurs. Additionally, an application error is logged in the Application Event Viewer.
  • 2616319  An error occurs when you run the Synchronize with CRM function in the Microsoft Dynamics CRM 2011 client for Outlook with folder redirection enabled.

Hotfixes and updates that you must enable or configure manually

Update Rollup 4 for Microsoft Dynamics CRM 2011 does not contain any hotfixes or any updates that you must configure manually.

Update Rollup 3 for Microsoft Dynamics CRM 2011 does not contain any hotfixes or any updates that you must configure manually.

Update Rollup 2 for Microsoft Dynamics CRM 2011 contains the following hotfixes and updates that you must enable or configure manually. To enable or to configure these hotfixes or these updates on the server that is running Microsoft Dynamics CRM 2011, follow the instructions in the following Microsoft Knowledge Base article. The article contains steps that you can follow before you install Update Rollup 2 for Microsoft Dynamics CRM 2011 if you want to maintain the functionality of the release version of Microsoft Dynamics CRM 2011:

2535245  You experience slow performance when you perform RetrieveMultiple queries on large datasets in Microsoft Dynamics CRM 2011

Update Rollup 1 for Microsoft Dynamics CRM 2011 does not contain any hotfixes or any updates that you must configure manually.

Hotfixes and updates that were released as individual fixes

The following bugs were fixed and delivered as critical on demand (COD) fixes:

  • Assume that you populate a Microsoft Dynamics CRM server that contains many contacts. If you configure the Microsoft Dynamics CRM 2011 client for Outlook address book provider (ABP) to synchronize all contacts, Outlook may crash.
  • Assume that you populate a Microsoft Dynamics CRM server that contains many contacts. If you configure the Microsoft Dynamics CRM 2011 client for Outlook address book provider (ABP) to synchronize all contacts, Outlook may stop responding.
    This problem occurs when a Wide Area Network (WAN) is used.
  • When you go offline or go online in Microsoft Dynamics CRM 2011, you experience slow performance.
  • When the NetBIOS name of the domain contains a period (.), the installation of Microsoft Dynamics CRM 2011 fails.
  • Assume that you connect to the Microsoft Dynamics CRM server by using a Wide Area Network (WAN) or a virtual private network (VPN). When you save an appointment in Outlook, you experience slow performance.
  • You cannot use a certificate that has a name greater than 128 characters in the Claims Authentication wizard in Microsoft Dynamics CRM 2011.
  • When you try to upgrade an organization from Microsoft Dynamics CRM 4.0 Power of Choice (PoC) migrations to Microsoft Dynamics CRM 2011, you receive an error message that states that the upgrade failed. This problem occurs because of missing attribute relationships.
  • Assume that you configure the Microsoft Dynamics CRM 2011 client for Outlook with offline functionality for a user who has a security role. When you log on to the Microsoft Dynamics CRM 2011 client for Outlook with the user, and then go offline, you receive the following error message:
    An unexpected error occurred.
  • If a plugin that is used to share a corresponding record is triggered on a create/update message, the audit history logs an incorrect message. Additionally, you cannot view the actual audit details.
  • After you close the Microsoft Dynamics CRM 2011 client for Outlook, the Outlook.exe process unexpectedly remains in Task Manager.
  • When you try to import a solution from Microsoft Dynamics CRM 2011 into an organization that is upgraded from Microsoft Dynamics CRM 4.0, you receive an error message that states that an entity could not be imported. Additionally, you receive a platform trace error message that resembles the following:
    The entity with a name = ‘new_mycustomentity’ was not found in the MetadataCache.
  • When the entity view contains duplicate records in Microsoft Dynamics CRM 2011, Outlook crashes.
  • When you update a workflow in a managed solution to remove workflow parameters, the parameters are not removed in Microsoft Dynamics CRM 2011.

    Issues that are resolved in Update Rollup 4 for Microsoft Dynamics CRM 2011

    Update Rollup 4 is a cumulative update rollup that includes all the fixes for the issues that are documented in Update Rollup 1 through Update Rollup 3.

    For more information about previous update rollups and the issues that they resolve, click the following article numbers to view the articles in the Microsoft Knowledge Base:

    2466084  Update Rollup 1 for Microsoft Dynamics CRM 2011 is available2466086  Update Rollup 2 for Microsoft Dynamics CRM 2011 is available

    2547347  Update Rollup 3 for Microsoft Dynamics CRM 2011 is available

    Update Rollup 4 contains the following additional fixes. One of these fixes is documented in a separate Knowledge Base article.

    • You cannot open Microsoft Dynamics CRM after you install Microsoft Dynamics CRM 2011 in an environment that has Microsoft .NET Framework 4.5 Prerelease installed.
    • When you try to install SRS Reporting Extensions, you receive the following error message:
      Check ReportServerValidator : Failure: Unable to validate SQL Server Reporting Services Report Server installation.
      Please check that it is correctly installed on the local machine.
    • When you access Microsoft Dynamics CRM 2011 from a URL, an _hc query parameter is added to hide the ribbons in Microsoft Dynamics CRM 2011. This parameter uses Boolean string values, such as true and false.
    • If you hide the Include group on the ribbon of an appointment and phone call entity, you receive the following error message:
      Script error on page.

      This problem occurs when you use a non-English (United States) version of Microsoft Dynamics CRM 2011 or a language pack with a display language that is not English.

    • Assume that you create an account name that contains additional spaces for a new account in Microsoft Dynamics CRM 2011. When you click To Opportunity in the Convert Activity group in a corresponding activity, you receive the following error message:
      You must save the changes before you can convert this activity.
    • When you try to delete an activity from a newly created Activity view, you receive the following error message:
      Record is unavailable.
    • Assume that you open a service activity, click Schedule, and then click Find Available Times. In this situation, Microsoft Dynamics CRM 2011 displays incorrect available times.
    • Consider the following scenario:
      • You create two unmanaged solutions.
      • You export the solutions as managed.
      • You import the managed solutions.
      • You import the first solution again by using the Overwrite setting.

      In this scenario, an unmanaged layer is generated and some original fields are missing.

    • When you use the Maintain method to re-import a solution, you receive an error message that resembles the following:
      Role With Id = 627090ff-40a3-4053-8790-584edc5be201 Does Not Exist.
    • When you try to expand duplicate appointments in the Service Calendar in Microsoft Dynamics CRM 2011, a script error occurs.
    • Assume that Microsoft Dynamics CRM 2011 contains an entity that has many relationships. When you try to change a lookup field of the entity, you receive the following error message:
      An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organizations Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Support.
    • If a URL text box contains JavaScript code that is not validated, JavaScript may unexpectedly run.
      After you apply this hotfix, the target URL will be validated as expected.
    • Assume that you enable the Auditing setting for processes. When you start, deactivate, or update a workflow, you receive the following error message:
      An error has occurred. Try this action again.
    • When duplicate detection is enabled, you cannot convert a lead to an opportunity.
    • Assume that you use a number format setting other than English (United States). When you run the Close as Won function on an opportunity, the estimated value is multiplied by 10,000.
    • If you register a plug-in assembly against an incident entity in the post-operation stage, the plug-in assembly is unexpectedly executed outside the transaction.
    • Consider the following scenario:
      • You create two accounts.
      • You select the second account, and then click Connections.
      • To create a new connection, you click Connect, select the first account in the Name field, and then click Save and Close.
      • You back up the organization database, and then restore it to a new database.
      • You start the Deployment Wizard, and then import the restored database.
      • In Internet Explorer, you browse the imported organization, and then open the second account.
      • You open a connection in the account record.

      In this scenario, you receive an error message that resembles the following:

      CrmException: businessunit With Id = 0b603c1a-5940-e011-bfeb-00155d540dbb Does Not Exist.
    • Records are visible regardless of the security role. This problem occurs because of cascading in the POA table.
    • Consider the following scenario:
      • You start the Microsoft Dynamics CRM 2011 client for Microsoft Office Outlook.
      • You take the Microsoft Dynamics CRM 2011 client for Outlook offline.
      • You click Workplace, and then click Reports.
      • You run the Neglected Accounts report that has a zero value set in the Minimum Days Neglected parameter.
      • You click the chart to drill through to the child report.

      In this scenario, you receive the following error message:

      Invalid Argument.
    • Assume that you have a report that contains a prefilter. If you import the report two times, the prefilter does not work in the report.
    • By default, the maximum length of an absolute URL for a Microsoft SharePoint document location is set to 2,000 characters. However, the URL cannot exceed 256 characters. After you apply this hotfix, the character data type will be changed to nvarchar(max).
    • When you use a custom report that contains a primary entity and a secondary entity, the Date and Time columns are displayed in an incorrect format. Additionally, columns that should only display the date, display the date and the time.
    • Assume that you use a POP3 email account. When an email message is sent from an account whose display name contains parenthesis, you cannot receive the email message in Microsoft Dynamics CRM 2011.
    • When you use the CrmSvcUtil.exe tool in a Microsoft Dynamics CRM 2011 environment that is configured for Internet-facing Deployment (IFD), you receive the following error message:
      The user authentication failed! Enable tracing and view the trace files for more information.
    • Assume that you create a task in Outlook and track the task in Microsoft Dynamics CRM 2011. When you synchronize the task with Microsoft Dynamics CRM, the due date for the task is changed incorrectly to a previous due date.
    • Assume that you are in a child business unit. If you create a solution, you cannot add security roles to the solution. In this situation, the only roles that can be selected for the solution are the roles in your business unit. However, the roles that can be added are the roles in the root business unit.
    • To correct Spanish translation issues, change the field label of the Business Recommended field.
    • Some Estonian language translations are incorrect in Microsoft Dynamics CRM 2011.
    • The “Accounts: No orders in last 6 months” account view incorrectly displays accounts that have orders which were added in the last six months.
    • Assume that you install Update Rollup 3 for Microsoft Dynamics CRM 2011. You start Outlook, and then try to go offline. In this situation, Outlook cannot go offline. Additionally, the following error message is logged in the platform trace:
      Exception happened Database having current version is not upgradeable.
    • Incorrect icons are displayed for custom entities in the Microsoft Dynamics CRM 2011 client for Outlook.
    • When you run a quick campaign in the Microsoft Dynamics CRM 2011 client for Outlook, you receive the following error message:
      System.NullReferenceException was unhandled by user code.
    • When you try to add an email message activity to a custom entity in the Microsoft Dynamics CRM 2011 client for Outlook, a script error occurs.
    • When you add the Actual End field to an email message form and then set the format to Date and Time, the time value is displayed in UTC format instead of your local time zone.
    • When you use the Mail Merge function to send an email message that has an attachment in the Microsoft Dynamics CRM 2011 client for Outlook, the full location of the attached file is displayed in the file name of the attachment.
    • Assume that you create a new email message that has some CRM fields specified in the Microsoft Dynamics CRM 2011 client for Outlook. When you click Save in the Microsoft Dynamics CRM 2011 client for Outlook, the values of the CRM fields are not saved.
    • If you enable folder redirection for a user in Microsoft Dynamics CRM 2011, the synchronization process fails in the Microsoft Dynamics CRM 2011 client for Outlook. Additionally, the following error message is logged in the platform trace:
      Crm Exception: Message: SQL CE Database file is being used by a different process, ErrorCode: -2147220970, InnerException: There is a file sharing violation. A different process might be using the file.
    • When you perform a bulk delete operation for business units in Microsoft Dynamics CRM 2011, you receive an error message that resembles the following:
      CrmException: businessunit With Id = 7a60b6da-8bbc-e011-bd33-00155d9c4f08 Does Not Exist.
    • Assume that a server is running an older version of Microsoft Dynamics CRM 2011 than a client. The server also has a larger attribute length than the client. When you go offline in the Microsoft Dynamics CRM 2011 client for Outlook, you receive the following error message:
      OfflineMetadataVersion of is different than ServerMetadataVersion.
    • When you click Audit History in the Microsoft Dynamics CRM 2011 Web client, you receive the following error message:
      An unexpected error occurred.

      This problem occurs when the system date is formatted in non-United States English.

    • Consider the following scenario:
      • You create an account record, and then create a second identical account record.
      • When you save the second account record, the Duplicates Detected dialog box appears. You click Save Record to create duplicate records.
      • You create a new duplicate detection job to check for duplicates, and then execute the job.
      • You open the duplicate detection job, and then click View Duplicates.
      • You merge duplicate records.

      In this scenario, an unhandled exception error occurs.

    • Assume that you enable the audit feature for contact entities. After you change the status of a contact, the Currency field is displayed incorrectly in the audit history.
    • All email messages that are generated by the Mail Merge function have the same regarding contact.
    • When you export data from a Report Wizard report to a Microsoft Office Excel worksheet, you cannot change the format of the currency, date, or number fields in the Excel worksheet.
    • If you use a number and currency format other than English (United States) in the system settings, the monetary values are displayed incorrectly in the grids in the Microsoft Dynamics CRM 2011 Web client. The monetary values are also displayed incorrectly in the grids and reading panes in the Microsoft Dynamics CRM 2011 client for Outlook.
    • When you try to delete a managed solution that contains a custom activity based on another managed solution, you receive the following error message:
      Cannot Delete Field. Only customer fields can be deleted.
    • When you import an updated managed solution to an organization that has a language pack enabled, you receive the following error message:
      Violation of UNIQUE KEY constraint.
    • When you add users in a multiple site domain, and then click Save, you experience slow performance.
    • When you assign accounts to another Microsoft Dynamics CRM 2011 user, an unexpected error occurs. This problem occurs when the accounts have recurring appointment activities.
    • Assume that a managed solution contains components with managed properties that restrict users from changing the solution in Microsoft Dynamics CRM 2011. When you import updates to the solution, an error occurs.
    • When you use the FetchXML function to return the sum total of a currency field, the returned value is incorrect. This problem occurs when you use a currency that differs from the default currency.
    • If the EnableRetrieveMultipleOptimization registry key is set to 2, users who do not have System Administrator roles cannot see a list of reports.
    • The asynchronous service crashes because the OperationType field is null. In this situation, the following error message is logged in the Application Event Log.
      System.InvalidCastException:Specified cast is not valid.
    • Assume that you create and enable a workflow that is registered on an order.
      When you install Microsoft Dynamics CRM Connector for Microsoft Dynamics GP, and then submit an order from Microsoft Dynamics GP to Microsoft Dynamics CRM, the order does not integrate as expected.
      Additionally, when you write a console application to execute the CompoundCreate process on the order, the CompoundCreate request fails.
      In both situations, you receive the following error message:

      Crm Exception: Message: An unexpected error occurred., ErrorCode: -2147220970, InnerException: System.Runtime.Serialization.SerializationException: Type ‘Microsoft.Crm.Sdk.DynamicEntity[]’ with data contract name ‘ArrayOfDynamicEntity:http://schemas.datacontract.org/2004/07/Microsoft.Crm.Sdk&#8217; is not expected. Consider using a DataContractResolver or add any types not known statically to the list of known types – for example, by using the KnownTypeAttribute attribute or by adding them to the list of known types passed to DataContractSerializer.
    • Assume that you apply Microsoft Dynamics CRM 2011 Update Rollup 1 or Microsoft Dynamics CRM 2011 Update Rollup 2. When you try to set the state of a price level object by using theSetStateDynamicEntityRequest process in Microsoft Dynamics CRM 4.0 (2007) Endpoint, you receive the following error message:
      <error>
      <code>0x80048408</code>
      <description>-1 is not a valid state code on pricelevel. </description>
      <type>Platform</type>
      </error>
    • When you add a URL to a SiteMap Area or a SubArea that contains QueryString parameters in Microsoft Dynamics CRM 2011, the URL is displayed incorrectly.
    • Assume that two managed solutions contain multiple workflows that have use the samesdkmessageprocessing step in Microsoft Dynamics CRM 2011. When you import one of the managed solutions, you receive the following error message:
      A managed solution cannot overwrite SdkMessageProcessingStep component with Id=5b73086f-9843-e011-b634-00155da9dd03 which has an unmanaged base instance.
    • After you update a workflow from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, the workflow does not run as expected. Additionally, you receive the following platform trace error message:
      Crm Exception: Message: Expected non-empty Guid., ErrorCode: -2147220989, InnerException: System.ArgumentException: Expected non-empty Guid
      Parameter name: id
    • The DoNotBulkPostalMail field in the Contact entity cannot be edited. Additionally, the ContactDoNotBulkPostalMail field is not listed when you design the entity form.
    • When multiple currencies exist in a transaction, the exchange rates are applied to records incorrectly. The first exchange rate that is retrieved from the first currency is applied to all records in the transaction.
    • Assume that you upgrade to Microsoft Dynamics CRM 2011. When you try to save new Microsoft Dynamics CRM entity records for entities that have monetary fields in the forms, an error occurs. Additionally, an application error is logged in the Application Event Viewer.
    • 2616319  An error occurs when you run the Synchronize with CRM function in the Microsoft Dynamics CRM 2011 client for Outlook with folder redirection enabled.

    Hotfixes and updates that you must enable or configure manually

    Update Rollup 4 for Microsoft Dynamics CRM 2011 does not contain any hotfixes or any updates that you must configure manually.

    Update Rollup 3 for Microsoft Dynamics CRM 2011 does not contain any hotfixes or any updates that you must configure manually.

    Update Rollup 2 for Microsoft Dynamics CRM 2011 contains the following hotfixes and updates that you must enable or configure manually. To enable or to configure these hotfixes or these updates on the server that is running Microsoft Dynamics CRM 2011, follow the instructions in the following Microsoft Knowledge Base article. The article contains steps that you can follow before you install Update Rollup 2 for Microsoft Dynamics CRM 2011 if you want to maintain the functionality of the release version of Microsoft Dynamics CRM 2011:

    2535245  You experience slow performance when you perform RetrieveMultiple queries on large datasets in Microsoft Dynamics CRM 2011

    Update Rollup 1 for Microsoft Dynamics CRM 2011 does not contain any hotfixes or any updates that you must configure manually.

    Hotfixes and updates that were released as individual fixes

    The following bugs were fixed and delivered as critical on demand (COD) fixes:

    • Assume that you populate a Microsoft Dynamics CRM server that contains many contacts. If you configure the Microsoft Dynamics CRM 2011 client for Outlook address book provider (ABP) to synchronize all contacts, Outlook may crash.
    • Assume that you populate a Microsoft Dynamics CRM server that contains many contacts. If you configure the Microsoft Dynamics CRM 2011 client for Outlook address book provider (ABP) to synchronize all contacts, Outlook may stop responding.
      This problem occurs when a Wide Area Network (WAN) is used.
    • When you go offline or go online in Microsoft Dynamics CRM 2011, you experience slow performance.
    • When the NetBIOS name of the domain contains a period (.), the installation of Microsoft Dynamics CRM 2011 fails.
    • Assume that you connect to the Microsoft Dynamics CRM server by using a Wide Area Network (WAN) or a virtual private network (VPN). When you save an appointment in Outlook, you experience slow performance.
    • You cannot use a certificate that has a name greater than 128 characters in the Claims Authentication wizard in Microsoft Dynamics CRM 2011.
    • When you try to upgrade an organization from Microsoft Dynamics CRM 4.0 Power of Choice (PoC) migrations to Microsoft Dynamics CRM 2011, you receive an error message that states that the upgrade failed. This problem occurs because of missing attribute relationships.
    • Assume that you configure the Microsoft Dynamics CRM 2011 client for Outlook with offline functionality for a user who has a security role. When you log on to the Microsoft Dynamics CRM 2011 client for Outlook with the user, and then go offline, you receive the following error message:
      An unexpected error occurred.
    • If a plugin that is used to share a corresponding record is triggered on a create/update message, the audit history logs an incorrect message. Additionally, you cannot view the actual audit details.
    • After you close the Microsoft Dynamics CRM 2011 client for Outlook, the Outlook.exe process unexpectedly remains in Task Manager.
    • When you try to import a solution from Microsoft Dynamics CRM 2011 into an organization that is upgraded from Microsoft Dynamics CRM 4.0, you receive an error message that states that an entity could not be imported. Additionally, you receive a platform trace error message that resembles the following:
      The entity with a name = ‘new_mycustomentity’ was not found in the MetadataCache.
    • When the entity view contains duplicate records in Microsoft Dynamics CRM 2011, Outlook crashes.
    • When you update a workflow in a managed solution to remove workflow parameters, the parameters are not removed in Microsoft Dynamics CRM 2011.

Tips on Successfull implementation of ERP projects

[tweetmeme source=”meta_tweets” only_single=false]

I found the ERP Softwareblog today and it has lots of excellent ERP articles.

6 Must Ask Questions when interviewing ERP implementation firms

It also had this very interesting article ERP Software Implementation Do’s and Don’ts.

Some of the Do’s and Dont’s listed below offer some great advice to people.  Metaphorix uses the Microsoft Sure Step methodology to ensure we fully research and comprehensive gather the requirements of project.  Sure Step also helps get the Clients users integrated into the project and gets their support and commitment into the project.

I would highlight the don’t rush it approach because there are always things which will crop up that you don’t expect.  You need to give yourself and the clients employees time to get use to a new ERP system, functionality and often a completely new way of working.

Training is also very important because you need to empower the users so they feel comfortable with the new software and get encouraged by the potential of the new system.

Here is the list of do’s and dont’s and here is the original article, I recommend you go to the blog here

DO:

  • Research extensively. You should realize this may take some
    time and a proper research strategy to define exactly what solution is right for your business. There is a vast amount of resources online, so what are you waiting for? Get started!
  • Work with a partner. Ask around, get referrals, and
    interview your top candidates. A partner can help you avoid the mistakes of implementations as well as help you benefit from best practices they’ve already found to be successful.
  • Take your time. ERP implementation is a case where patience
    is a virtue. You will benefit from taking your time in the business process review and along the way to avoid mistakes that could cost you in the long run.
  • Train, train, and train. Some companies try to cut corners
    by cutting out training for their employees. This is almost always a mistake as it lessens the user adoption throughout their company and greatly decreases their return on investment. Don’t underestimate the power of ERP software training!

DON’T:

  • Make assumptions. Assuming your CEO is on board or that you
    know what your accounting department needs in terms of a solution can get you in big trouble. Make sure to check around, create concrete plans with others to back you up.
  • Get impatient. This is when mistakes creep in. If you’re in
    a hurry to get things done, you will miss important items along the
    way.
  • Forget about your budget or timeline. You should have this
    defined with your software partner early in the process. Do everything in your power to stick to what you planned to save money and time.
  • Ignore upgrades, updates or announcements from your
    partner
    . Even once the implementation is complete, you need to make sure and stay up to date to get the most out of your solution. It’s easy to put it in the back of your mind, but make it a regular habit to do checks on your system.